Kiwanis Club of Carefree Benefit Fd (EIN 860643425) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

Bob Moore

Tax Period

2024-10-01 to 2025-09-30

Kiwanis Club of Carefree Benefit Fd, founded in 2003, is a community nonprofit in the Community Improvement sector that reported $6.8M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $6.3M left a modest 7% surplus.

Mission

To serve the children of the world.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,292,668

Program Service Revenue $0

Investment Income $187,133

Other Revenue $3,299,327

TOTAL REVENUE $6,779,128

Expense Breakdown

Grants Paid $1,372,980

Salaries & Benefits $919,000

Fundraising Expenses $80,667

Program Expenses $5,794,818

Other Expenses $3,988,789

TOTAL EXPENSES $6,280,769

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,779,128	$6,233,431	+0.1%
Expenses	$6,280,769	$5,794,096	+0.1%
Net Income	$498,359	$439,335	+0.1%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Court	Director	1.00	Director	$0	$0	$0
Geno Orrico	Director	1.00	Director	$0	$0	$0
Bob Moore	Vice President	2.00	Officer Director	$0	$0	$0
Barb Pearse	Director	1.00	Director	$0	$0	$0
Ed Edling	Director	1.00	Director	$0	$0	$0
Brent Downs	Director	1.00	Director	$0	$0	$0
Jim Niles	Director	1.00	Director	$0	$0	$0
Mike Poppenweimer	Director	1.00	Director	$0	$0	$0
Tom Pozarycki	Director	1.00	Director	$0	$0	$0
Jeffrey Zorn	Director	1.00	Director	$0	$0	$0
Larry Key	Treasurer	2.00	Officer	$0	$0	$0
Cameron Kuniej	Past President	1.00	Officer	$0	$0	$0
Brian Kunkel	President	5.00	Officer	$0	$0	$0
Brent Bowles	President Elect	1.00	Officer	$0	$0	$0
John Skarda	Secretary	1.00	Officer	$0	$0	$0
Sandra Carrier	Executive Director	4.00	Key Emp	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$6,779,128	$6,280,769	$6,043,088	$498,359
2024	$6,233,431	$5,794,096	$5,504,615	$439,335
2023	$5,414,061	$5,157,617	$4,944,762	$256,444
2022	$4,715,510	$4,473,988	$4,275,516	$241,522
2021	$3,838,305	$3,326,764	$3,902,018	$511,541
2020	$2,943,252	$2,648,912	$3,431,542	$294,340
2019	$987,239	$1,090,912	$3,032,377	$-103,673

Kiwanis Club of Carefree Benefit Fd